UNISON ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.28M | $20.54M |
 | BAC | 170K | $8.78M |
 | GOOGL | 102K | $24.71M |
 | WFC | 99K | $8.29M |
 | ORLY | 77K | $8.26M |
 | ONON | 45K | $1.91M |
 | CDW | 44K | $7.06M |
 | BRK-B | 42K | $21.10M |
 | JPM | 41K | $13.07M |
 | LOW | 40K | $10.06M |
 | AXP | 37K | $12.35M |
 | AMAT | 36K | $7.29M |
 | META | 32K | $23.37M |
 | NTNX | 28K | $2.10M |
 | ELV | 26K | $8.38M |
 | AAPL | 21K | $5.35M |
 | UNH | 19K | $6.48M |
 | V | 17K | $5.95M |
 | MSFT | 17K | $8.69M |
 | UBER | 8K | $749.47K |
Nu Holdings Ltd.
NU
Shares Held
1.28M
Value
$20.54M
Bank of America Corporation
BAC
Shares Held
170K
Value
$8.78M
Alphabet Inc.
GOOGL
Shares Held
102K
Value
$24.71M
Wells Fargo & Company
WFC
Shares Held
99K
Value
$8.29M
O'Reilly Automotive, Inc.
ORLY
Shares Held
77K
Value
$8.26M
On Holding AG
ONON
Shares Held
45K
Value
$1.91M
CDW Corporation
CDW
Shares Held
44K
Value
$7.06M
Berkshire Hathaway Inc.
BRK-B
Shares Held
42K
Value
$21.10M
JPMorgan Chase & Co.
JPM
Shares Held
41K
Value
$13.07M
Lowe's Companies, Inc.
LOW
Shares Held
40K
Value
$10.06M
American Express Company
AXP
Shares Held
37K
Value
$12.35M
Applied Materials, Inc.
AMAT
Shares Held
36K
Value
$7.29M
Meta Platforms, Inc.
META
Shares Held
32K
Value
$23.37M
Nutanix, Inc.
NTNX
Shares Held
28K
Value
$2.10M
Elevance Health Inc.
ELV
Shares Held
26K
Value
$8.38M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.35M
UnitedHealth Group Incorporated
UNH
Shares Held
19K
Value
$6.48M
Visa Inc.
V
Shares Held
17K
Value
$5.95M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$8.69M
Uber Technologies, Inc.
UBER
Shares Held
8K
Value
$749.47K